Leeanne Michelle Lollar

Employer firm

Donaldson Capital Management LLC CRD 106131

$3.46B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 07/2017
  Voya Financial Advisors
  Greenwood, IN
• 07/2017 → 04/2018
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2017 → 04/2018
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 04/2018 → 09/2022
  Old National Bank
  Indianapolis, IN
• 03/2020 → 09/2022
  Lpl Financial Llc
  Indianapolis, IN
• 09/2022 → Present
  Donaldson Capital Management Llc
  Evansville, IN

Previous Registrations

• 2020-03-31 → 2022-09-20
  Lpl Financial Llc
  Indianapolis, IN
  Greenwood, IN
• 2017-07-10 → 2018-04-06
  J. W. Cole Advisors, Inc.
  Indianapolis, IN
  Tampa, FL
• 2013-01-07 → 2017-07-11
  Voya Financial Advisors, Inc.
  Grafton, MA
  Greenwood, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-02
• S63 Uniform Securities Agent State Law Examination
  2012-03-01

Designations

• Certified Financial Planner

Other Names

• Leanne Michelle Hamilton
• Leeanne Munger
• Leeanne Michelle Munger